Creating and managing an investment proposition – Part 1

Presented by

Paul Tinkler, Insight Development Manager at Defaqto

About this talk

In this webinar, we will explain: 1.The various steps of the investment process 2.How attitude to risk questionnaires can be used 3.The importance of assessing capacity of loss 4.How expected values, annual returns and drawdown can be expressed 5.The attitude to risk agreement 6.How asset allocation are optimised

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.